A complete list of active advisors currently associated with Katz Family Financial Advisors, LLC
Warmer can help you find a great advisor at Katz Family Financial Advisors, LLC or one who fits your needs even better.
Katz Family Financial Advisors provides investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers its services through a fee-based wrap program it sponsors and also offers limited financial planning and seminar services to clients. The firm says it relies on fundamental analysis and proprietary screening for safety, quality, growth, and value when constructing portfolios, allocating among individual debt and equity securities, mutual funds, and exchange-traded funds. The brochure describes account management as conducted with client consent for transactions, ongoing monitoring, and periodic reviews with written reporting. Noteworthy features include that Katz is both the sponsor of a wrap fee program and enrolls all clients in that program, and that it provides educational seminars or workshops in addition to portfolio management. The firm routes all brokerage through a single custodian and does not aggregate trades, and its code permits affiliated persons to purchase recommended securities in their own accounts as a final test prior to client recommendations—practices that may affect execution timing compared with many peers.
To learn more about the advisors currently working at Katz Family Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 2
| |
Alexandria, VA
| 24
|
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